The Energy Mandate: Phil Haslett and Bri Lynch on the Convergence of AI and Renewables

EquityZen's Chief Strategy Officer, Phil Haslett, and Head of Market Insight, Bri Lynch, sit down to discuss the fundamental link between the AI revolution and the rush for renewable energy.

They explore:

• The Looming Energy Crunch: Why the US faces a potential 44-gigawatt shortage by 2028, equivalent to 44 nuclear reactors, driven by generative AI data centers that have pushed vacancy rates to an all-time low of 1.6%.
• Strategic Convergence: Analyzing how big tech players like Amazon, Microsoft, and Nvidia are moving beyond software to become infrastructure investors, pouring capital into "hard tech" companies to secure their own energy supply chains.
• The Fusion "Sputnik Moment": Diving into how AI-driven computational breakthroughs are accelerating the timeline for nuclear fusion and long-term storage, with companies like TAE Technologies and Commonwealth Fusion Systems reaching critical milestones.
• The "Picks and Shovels" Play: Discussing why investors are shifting focus to the infrastructure layer, energy production, and battery recycling, as a strategic way to capture the AI boom’s growth while solving an existential bottleneck for the industry.

Click here to watch the complete discussion and discover which private companies are positioned to lead the 2026 energy transition.